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    Home Orlando IT Business Management IT Business Management Scaled Agile Framework (SAFe) Portfolio SAFe

    Portfolio SAFe

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    Portfolio SAFe

    With Portfolio SAFe, you can align your organizational goals and strategies with your portfolios, and apply lean and agile principles to seamlessly manage and deliver your portfolio work.

    Portfolio SAFe works at three levels for portfolio managers, product managers, and team members. At the Portfolio level, portfolio managers can capture and prioritize epics in a centralized backlog, and monitor the progress of epics in a visual task board. An epic is the largest unit of work that has one common objective such as a customer request or business requirement.

    At the ART level, product managers can capture, prioritize, and monitor features that are decomposed from epics. At the Team level, team members can implement stories that are decomposed from features. To learn more about the levels, see the SAFe Board section below.

    To start using the features of Portfolio SAFe, install the Agile - Scaled Agile Framework - Portfolio SAFe plugin (com.snc.sdlc.portfolio_safe).

    Figure 1. How Portfolio SAFe helps you manage your portfolio work better
    Infographic showing how Portfolio SAFe functions in a software development environment

    SAFe Board

    The table below provides an overview of how you can access the key levels of Portfolio SAFe on SAFe Board.
    Level Description
    Portfolio As a portfolio manager, you can plan and monitor activities within a portfolio by accessing the Portfolio level on the Scaled Agile Framework (SAFe) > SAFe Board. In addition, you can:
    • manage the portfolio backlog in a centralized location.
    • track all the epics of the portfolio and view their transition from one state (lane) to another, in a visual task board.
    Agile Release Train (ART) As a product manager, you can plan and monitor activities across teams within an ART by accessing the ART level on the Scaled Agile Framework (SAFe) > SAFe Board. In addition, you can:
    • manage the ART backlog in a centralized location.
    • define a program increment and identify the features to be completed within that program increment.
    • perform big room planning.
    • track all the features of the ART and view their transition from one state (lane) to another, in a visual task board.
    Team As a team member, you can plan and monitor activities within the team by accessing the Team level on the Scaled Agile Framework (SAFe) > SAFe Board. In addition you can:
    • manage the team backlog in a centralized location.
    • streamline sprint planning and completion activities.
    • track all stories and view their transition from one state (lane) to another, in a visual task board.
    • Activate Portfolio SAFe

      Activate the Agile - Scaled Agile Framework - Portfolio SAFe plugin (com.snc.sdlc.portfolio_safe) if you have the admin role.

    • Define a portfolio

      From SAFe, define a portfolio which is a group of ARTs working towards a single solution.

    • SAFe Board—Portfolio level

      As a portfolio manager, you can plan and monitor activities within your portfolio by accessing the Portfolio level on the SAFe Board.

    Related concepts
    • Domain separation in Scaled Agile Framework (SAFe)
    • Essential SAFe
    • SAFe — Unified Backlog
    • Performance Analytics Content Pack for Essential SAFe
    • Work Progress Status for SAFe

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      Portfolio SAFe

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Portfolio SAFe

      With Portfolio SAFe, you can align your organizational goals and strategies with your portfolios, and apply lean and agile principles to seamlessly manage and deliver your portfolio work.

      Portfolio SAFe works at three levels for portfolio managers, product managers, and team members. At the Portfolio level, portfolio managers can capture and prioritize epics in a centralized backlog, and monitor the progress of epics in a visual task board. An epic is the largest unit of work that has one common objective such as a customer request or business requirement.

      At the ART level, product managers can capture, prioritize, and monitor features that are decomposed from epics. At the Team level, team members can implement stories that are decomposed from features. To learn more about the levels, see the SAFe Board section below.

      To start using the features of Portfolio SAFe, install the Agile - Scaled Agile Framework - Portfolio SAFe plugin (com.snc.sdlc.portfolio_safe).

      Figure 1. How Portfolio SAFe helps you manage your portfolio work better
      Infographic showing how Portfolio SAFe functions in a software development environment

      SAFe Board

      The table below provides an overview of how you can access the key levels of Portfolio SAFe on SAFe Board.
      Level Description
      Portfolio As a portfolio manager, you can plan and monitor activities within a portfolio by accessing the Portfolio level on the Scaled Agile Framework (SAFe) > SAFe Board. In addition, you can:
      • manage the portfolio backlog in a centralized location.
      • track all the epics of the portfolio and view their transition from one state (lane) to another, in a visual task board.
      Agile Release Train (ART) As a product manager, you can plan and monitor activities across teams within an ART by accessing the ART level on the Scaled Agile Framework (SAFe) > SAFe Board. In addition, you can:
      • manage the ART backlog in a centralized location.
      • define a program increment and identify the features to be completed within that program increment.
      • perform big room planning.
      • track all the features of the ART and view their transition from one state (lane) to another, in a visual task board.
      Team As a team member, you can plan and monitor activities within the team by accessing the Team level on the Scaled Agile Framework (SAFe) > SAFe Board. In addition you can:
      • manage the team backlog in a centralized location.
      • streamline sprint planning and completion activities.
      • track all stories and view their transition from one state (lane) to another, in a visual task board.
      • Activate Portfolio SAFe

        Activate the Agile - Scaled Agile Framework - Portfolio SAFe plugin (com.snc.sdlc.portfolio_safe) if you have the admin role.

      • Define a portfolio

        From SAFe, define a portfolio which is a group of ARTs working towards a single solution.

      • SAFe Board—Portfolio level

        As a portfolio manager, you can plan and monitor activities within your portfolio by accessing the Portfolio level on the SAFe Board.

      Related concepts
      • Domain separation in Scaled Agile Framework (SAFe)
      • Essential SAFe
      • SAFe — Unified Backlog
      • Performance Analytics Content Pack for Essential SAFe
      • Work Progress Status for SAFe

      Tags:

      Feedback

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